Auto-Tagging Form Respondents

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    Dwan

    This is a great option that was very much needed. I don't see the option under add task to select Auto-Tag Form Respondent. I only have the options to Smart task and birthday email. 

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    Emily W.

    Hi there! Happy to troubleshoot this further with you via a Support email. I will be reaching out via a Breeze support email so that we can take a look into this further. :) 

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    mkodatt

    I would like a form field selection to fire off a follow-up task, not just add a tag.  Is this possible?

     

    For example, if someone selects that they are interested in working in Children's Ministry on a form, then I want our Children's Minister to receive a Follow Up task to contact that person.  

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    Stephen Ivey

    @mkodatt

    Great idea! Sounds like the perfect suggestion for a feature request: Submitting Feature Requests 

    Currently, this functionality doesn't exist in Breeze, but it would make a great addition! 

     

    Cheers!

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    reneandnoelle

    Is it possible to set up a smart tag using multiple criteria, for example:

    People Who Match the Filter: Grade->Grade 10, Grade 11, Grade 12

    AND

    Tag: Fusion Junior

    ADDED TO

    Tag: Fusion Senior

    AND

    REMOVE FROM

    Tag: Fusion Junior

     

    Or a combination thereof. I think it would make it more dynamic and automated. If there is an existing method, that would be useful as well.

    Thanks,

    René

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    Micah M.

    Hi @reneandnoelle! 
    Great question! You can absolutely do this with our Smart Tags feature. You can even set-up multiple Smart Tags for more complex requests as well. The auto-removing function is also useful for students who graduate from one grade to the next! Don't hesitate to give us a call or send us an email if more clarity is needed! Happy Breezing!

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